-74.1%
OPEN vs GWW
+342.2%
-416.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -6.2% |
| 7D | -10.5% | -3.1% | -7.4% | -8.3% |
| 30D | -21.8% | -2.3% | -19.4% | -20.5% |
| 3M | -37.5% | -3.3% | -34.2% | -36.5% |
| 6M | -44.1% | +15.4% | -59.5% | -51.4% |
| YTD | -52.0% | +26.7% | -78.7% | -61.3% |
| 1Y | -52.2% | +29.0% | -81.2% | -61.7% |
| 3Y | -25.9% | +89.0% | -114.9% | -57.8% |
| 5Y | -85.1% | +221.8% | -306.8% | -93.3% |
| All | -74.1% | +342.2% | -416.3% | -89.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded GWW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling